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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,056 | $105,960-61.3% | $81,726-49.8% | $158,982-74.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 14.05% | 38.19%-24.1pp | 29.49%-15.4pp | 302.99%-288.9pp |
| Employer contribution / active EE | $1,264 | $7,805-83.8% | $4,311-70.7% | $4,763-73.5% |
| Participant deferral / active EE | $8,111 | $13,011-37.7% | $7,108+14.1% | $5,983+35.6% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |